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Inactive

Brandon Caleb Mull

Savvy

Chicago, IL

New York, NY

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Current Employers
Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-02-10
  • IL RA
    APPROVED
    Since 2026-02-10

Branch Locations

Chicago, IL • United States

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Chicago IL 08/2017 08/2021
Transmarket Group Chicago IL 08/2014 07/2017
Zhang Financial Llc Portage MI 08/2021 01/2026
Savvy Chicago IL 01/2026 Present
  • 08/2017 → 08/2021
    Chicago, IL
  • 08/2014 → 07/2017
    Transmarket Group
    Chicago, IL
  • 08/2021 → 01/2026
    Zhang Financial Llc
    Portage, MI
  • 01/2026 → Present
    Chicago, IL
Previous Registrations
Other Businesses

Marathon Wealth Advisors; investment related; 3731 N Bosworth Ave 2, Chicago, IL 60622; serves as the DBA for work at Savvy Wealth and for tax reporting purposes for the owner (Brandon Mull); Founder and Senior Wealth Advisor; 1/29/2026 40/hr week; 40/hr during trading (same hours as Savvy - this is the DBA for this role);

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-06
  • S66 Uniform Combined State Law Examination
    2018-02-06
Designations

View on SEC IAPD

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